Brady Boyer, Cfa, Cpa Email & Phone Number

Chicago, Illinois, Us

New York, Ny, Us

-Led and oversaw teams to provide buy-side and sell-side Financial Due Diligence for Private Equity and Corporate clients on Targets from a variety of industries with enterprise value up to and exceeding $1 billion.-Performed Quality of Earnings, Net Working Capital and Net Debt analysis to assist clients in determining enterprise value, transaction value, and risks associated with the proposed transaction.- Reviewed and provided insights to clients to assist with Purchase Agreement negotiations including but not limited to working capital and indebtedness definitions, closing procedures, accounting principles, and post-close working a capital calculations. - Coordinated preparation of meeting materials and led meetings with Target Management to discuss Target business model, historical and forecast profitability, current and historical balance sheet including working capital levels and associated metrics, accounting policies, and HR, IT and Legal operating systems and departments.-Prepared detailed Microsoft PowerPoint and Excel reporting outputs summarizing diligence findings, presented key findings to client's executive leadership (CEO, CFO, deal team / panel, etc.) and responded to questions.- Processed large customer transaction level sales and margin databases in Microsoft Excel and prepared summary level analysis to analyze and discuss with Target trends by product/ service, by region, by business unit, etc.- Coordinated, reviewed, and compiled key findings and analysis for cross functional work streams including M&A Tax, HR Diligence, IT Diligence, Strategy, and Data and Analytics. - Assisted with preparing business development pitch decks, client trainings to drive incremental engagements, and client assessments to drive incremental firm resource investments.- Led and managed teams of up to 5 colleges consisting of associated, senior associates, managers, interns and offshore resources.

New York, Ny, Us

Financial Due Diligence

New York, Ny, Us

Financial Due Diligence (FDD)

New York, Ny, Us

Associate Rotational Program - rotated through various deal advisory service lines:-Financial Due Diligence (FDD) (August 2016 - March 2017 & October 2017 - September 2018)Preformed buy side and sell side financial due diligence on a wide variety of companies and industries. Duties include mapping trial balances, creating key analysis, understanding specific company metrics and performance measures, participating in meetings with Targets, overseeing offshore resources. - Accounting Advisory Services (AAS) (April 2017 - September 2017)Performed revenue recognition analysis project to assess compliance with ASC 606 / IFRS 15 for two companies: (1) health care device manufacture; (2) gas and power provider. Duties included reading a sample of customer contracts, understanding the accounting impact on revenue recognition, and populating a revenue analysis template designed to assess compliance with ASC 606 / IFRS 15.

Norwalk, Ct, Us

• Preformed statutory ledger analysis and removed 10 out of 25 ledgers to simplify closing process • Built reports and monitoring process for 8 business units so journal entries being booked, as a result of, GE Capital sale can be monitored for accuracy and correctness• Used pivot tables to summarize and analyze data daily

New York, Ny, Us

Performed financial due diligence on a variety of companies from different industries, which included assisting in preparing net debt, working capital, quality of earnings, and general diligence analyses. Formalized and communicated these analysis in a written report format given to clients. Created and analyzed databases using Excel and pivot tables to perform analysis. Performed basic company and industry analysis including a benchmarking analysis. Used Excel and PowerPoint to format tables and analysis to fit into the report.

York, Pa, Us

Handel financial transaction efficiently and balance cash drawer to ensure accuracy, build relationships and provide quality customer service to patroons, clean and organize the store.

Washington, Dc, Us

Performed market research to identify companies with high levels of risk, interrupt information contained in companies reports(10-K, 10-Q, 20-F, ect...) and financial statements, collected and analyzed financial and non-financial information using a variety of tools, audited reports for data quality and accuracy through review and validation of source material, utilized basic excel and data analysis skills, worked on projects such as tax inversions and risk model.

Hanover, Pa, Us

Performed basic marketing functions such as creating mock products, tracking advertising, answered customer questions. Additionally, I photographed store display cases for a catalog (used internally), and cleaned and organized product display case in company lobby.

Macc Program, Accounting

Bachelor Of Science (Bs), Finance

Bachelor'S Of Science (Bs), Accounting